KCM

Kendall Capital Management Portfolio holdings

AUM $444M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$886K
3
+$760K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$712K
5
VB icon
Vanguard Small-Cap ETF
VB
+$709K

Top Sells

1
+$1.97M
2
+$591K
3
+$416K
4
CG icon
Carlyle Group
CG
+$378K
5
CBRE icon
CBRE Group
CBRE
+$364K

Sector Composition

1 Technology 23.46%
2 Healthcare 12.03%
3 Financials 10.86%
4 Industrials 10.07%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.9%
48,484
+1,743
27
$2.52M 0.87%
48,870
-340
28
$2.5M 0.86%
20,649
+3,622
29
$2.5M 0.86%
14,524
-1,500
30
$2.48M 0.85%
3,442
-370
31
$2.39M 0.82%
2,487
-210
32
$2.36M 0.81%
17,900
-725
33
$2.34M 0.81%
14,648
+485
34
$2.33M 0.8%
43,420
+195
35
$2.29M 0.79%
19,060
36
$2.27M 0.78%
29,899
-551
37
$2.25M 0.78%
14,940
+353
38
$2.17M 0.75%
182,135
+15,625
39
$2.08M 0.72%
27,645
-750
40
$2.05M 0.7%
34,805
-545
41
$2.04M 0.7%
45,490
+5,500
42
$1.97M 0.68%
6,675
+753
43
$1.93M 0.67%
5,579
-69
44
$1.92M 0.66%
11,861
-704
45
$1.91M 0.66%
54,304
-1,761
46
$1.91M 0.66%
9,135
-630
47
$1.86M 0.64%
29,624
-2,056
48
$1.86M 0.64%
140,195
+9,465
49
$1.85M 0.64%
36,154
-1,529
50
$1.77M 0.61%
49,010
+17,085
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